When

Thursday, January 14, 2021 from 11:00 AM to 1:00 PM PST
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Where

Video Conference Class 
Online
Santa Clara, CA 95054
 

 
Driving Directions 

Contact

SCORE Silicon Valley 
SCORE Silicon Valley 
408-453-6237 
info@svscore.org 
 

Small Business and Start Up Financing - 01/14/2021 - C0405 

Learn about different methods to finance your business, such as debt, equity, capital investment.

Loans to small businesses are available from different lenders, which will be discussed.  Many small business owners finance their business start up and capital expenses from personal resources; we will review potential sources of capital for your business. 

Key Topics:

  • Characteristics of debt, equity, capital business investments in small businesses.
  • Understanding different types of lenders
  • Working Capital versus Start Up Capital
  • Cash Flow forecasts
  • Business Plan concepts

Learning Outcomes: People who attend this class will learn:

  • the importance of properly funding their start up business
  •  the different types of loans and lender traits that are available to start up small businesses.
  •  the need to understand all of the associated costs with their business
  •  the different methods to fund their start up or small business.

What past attendees have said about this class: 

  • "Bill is a great teacher and provided very good value in this training session."  
  • "Specific explanation of financial statements."

 

Registration Information 

Registration Fee: $40.00

Veterans: Free admission is available for this class.  Click Here for details.

The password protected link to join this class will be included in your registration confirmation email.

If you have trouble registering, send an email to info@svscore.org

About The Course Instructor: Bill Oakes  

Bill has over 25 years of experience as a small business owner in Silicon  Valley. BIll's business was focused on small business taxes, bookkeeping, and business planning. Tax preparation, planning, and taxpayer representation, personal financial planning and financial planning seminars were also offered. Clients included: trade contractors, retail, consultants, automotive, restaurant, landlords, real estate entrepreneurs, hair salons, machine shops and more.

Bill can help new and existing small business owners in establishing and analyzing financial systems, including Quickbooks; creating business plans, developing and implementing business goals using his years of experience with previous business owner clients.  

Bill is an EA (enrolled agent) enrolled to represent taxpayers before the IRS .CFP Certified Financial Planner He has a BA State University of New York Mathematics and Statistics and a MS Boston University Computer Science